| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ITOT | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IYC | 1000.00% |
| 6 | IWV | 1000.00% |
| 7 | IWS | 1000.00% |
| 8 | IWR | 1000.00% |
| 9 | IWP | 1000.00% |
| 10 | IWF | 1000.00% |
| 11 | IWD | 1000.00% |
| 12 | ISCB | 1000.00% |
| 13 | ISCG | 1000.00% |
| 14 | IWB | 1000.00% |
| 15 | EDUT | 6.34% |
| 16 | PSL | 3.34% |
| 17 | MID | 3.06% |
| 18 | FXD | 1.03% |
| 19 | MMSC | 0.92% |
| 20 | FNY | 0.71% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Associates, Inc. | 5.39M (10.35%) | -1.07M Decreased by -19.88% | Mar 31, 24 |
| 2 | Vanguard Group Inc | 5.36M (10.28%) | 29.94K Increased by +0.56% | Mar 31, 24 |
| 3 | Durable Capital Partners LP | 5.00M (9.59%) | -317.03K Decreased by -6.35% | Mar 31, 24 |
| 4 | T. Rowe Price Investment Management,Inc. | 3.63M (6.96%) | -139.51K Decreased by -3.85% | Mar 31, 24 |
| 5 | JPMorgan Chase & Co | 3.32M (6.36%) | -77.68K Decreased by -2.34% | Mar 31, 24 |
| 6 | Kayne Anderson Rudnick Investment Management LLC | 3.02M (5.80%) | 188.54K Increased by +6.23% | Mar 31, 24 |
| 7 | Brown Advisory Holdings Inc | 2.91M (5.59%) | -36.80K Decreased by -1.26% | Mar 31, 24 |
| 8 | Massachusetts Financial Services Company | 2.67M (5.13%) | 90.72K Increased by +3.40% | Mar 31, 24 |
| 9 | BlackRock Inc | 2.50M (4.80%) | -17.09K Decreased by -0.68% | Mar 31, 24 |
| 10 | William Blair Investment Management, LLC | 1.95M (3.75%) | -77.78K Decreased by -3.98% | Mar 31, 24 |
| 11 | BAMCO Inc | 1.66M (3.19%) | -51.02K Decreased by -3.07% | Mar 31, 24 |
| 12 | Capital World Investors | 1.35M (2.59%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | Liontrust Investment Partners LLP | 981.67K (1.88%) | -41.29K Decreased by -4.21% | Mar 31, 24 |
| 14 | Neuberger Berman Group LLC | 961.46K (1.85%) | -26.57K Decreased by -2.76% | Mar 31, 24 |
| 15 | State Street Corporation | 959.38K (1.84%) | 3.81K Increased by +0.40% | Mar 31, 24 |
| 16 | Geode Capital Management, LLC | 898.26K (1.72%) | 35.56K Increased by +3.96% | Mar 31, 24 |
| 17 | Morgan Stanley - Brokerage Accounts | 851.04K (1.63%) | 398.85K Increased by +46.87% | Mar 31, 24 |
| 18 | Frontier Capital Management CO Inc | 774.72K (1.49%) | 56.28K Increased by +7.26% | Sep 30, 23 |
| 19 | Mackenzie Investments | 743.33K (1.43%) | -1.29K Decreased by -0.17% | Dec 31, 23 |
| 20 | Ameriprise Financial Inc | 734.98K (1.41%) | -40.11K Decreased by -5.46% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | MFS Mid Cap Growth A | 2.04M (3.92%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 2 | MFS Mid Cap Growth Equity | 2.04M (3.92%) | 37.09K Increased by +1.81% | Jun 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.83M (3.52%) | 1.11K Increased by +0.06% | Jun 30, 24 |
| 4 | Vanguard Small Cap Index | 1.46M (2.80%) | -19.68K Decreased by -1.35% | Jun 30, 24 |
| 5 | T. Rowe Price Mid-Cap Value | 1.32M (2.54%) | -84.09K Decreased by -6.36% | Jun 30, 24 |
| 6 | T. Rowe Price US Mid-Cap Value Equity | 1.32M (2.54%) | -84.09K Decreased by -6.36% | Jun 30, 24 |
| 7 | American Funds SMALLCAP World A | 1.19M (2.28%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | T. Rowe Price Mid-Cap Growth | 1.15M (2.20%) | 152.70K Increased by +13.29% | Jun 30, 24 |
| 9 | T. Rowe Price US Mid-Cap Growth Equity | 1.15M (2.20%) | 152.70K Increased by +13.29% | Jun 30, 24 |
| 10 | JPM US Mid Cap Growth-Composite | 933.52K (1.79%) | 933.52K Increased by +100.00% | Mar 31, 24 |
| 11 | JPMorgan Mid Cap Growth I | 906.48K (1.74%) | -27.04K Decreased by -2.98% | May 31, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 877.35K (1.68%) | 3.44K Increased by +0.39% | Jun 30, 24 |
| 13 | JPM US Mid Cap Growth-MA | 832.41K (1.60%) | 514.31K Increased by +61.79% | Sep 30, 23 |
| 14 | Vanguard Small Cap Growth Index Inv | 819.71K (1.57%) | -19.47K Decreased by -2.38% | Jun 30, 24 |
| 15 | Baron Growth Retail | 750.00K (1.44%) | -25.00K Decreased by -3.33% | Jun 30, 24 |
| 16 | Baron Small Cap Growth Strategy | 750.00K (1.44%) | -25.00K Decreased by -3.33% | Jun 30, 24 |
| 17 | JPM US Small Cap Core-Composite | 728.89K (1.40%) | -75.44K Decreased by -10.35% | Dec 31, 23 |
| 18 | JPMorgan Small Cap Equity A | 728.89K (1.40%) | -35.98K Decreased by -4.94% | Dec 31, 23 |
| 19 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 694.97K (1.33%) | -52.61K Decreased by -7.57% | Jun 30, 24 |
| 20 | T. Rowe Price Glb Focused Growth Equity | 672.42K (1.29%) | 117.30K Increased by +17.44% | Dec 31, 23 |